Browsing Tag
Asset Allocation
8 posts
When Glide Paths Fail: Rethinking Downside Protection in Target Date Funds
Recent market breakdowns have exposed a structural limitation in traditional glide path design—raising the question of whether risk should be managed more directly
$1.3 Million Needed to Retire Comfortably, Say Workplace Retirement Plan Participants
Schroder’s survey finds only 30% of participants think they’ll hit the million-dollar mark before retiring
Ric Edelman Calls for Crypto Allocation of 10%-40%
Famed advisor advocates a minimum 10% crypto allocation for all clients, and declares the traditional 60/40 model "obsolete" at digital assets conference in Dallas this week
401(k) Trading Activity Spikes Monday During Downturn: Alight
Alight’s 401(k) Index shows yesterday’s trading volume was more than eight times above normal while newly released July data shows average asset allocation in equities still climbing to 20+ year high
Sticking with Stocks: Retirement Savers in 2022
Latest ICI research shows 401k participants remain committed to their asset allocations
New Study Contradicts Traditional 60/40 Retirement Portfolio Asset Allocation
In building a hypothetical $1 million retirement portfolio, 85% of investors surveyed show interest in owning an annuity while financial pros continue to underestimate the intensity of consumer interest in guaranteed income
Why 401(k) Participants May Wish For ‘Good Old Days’ of 2019
In stark contrast to current craziness, relatively mild market conditions last year meant 401k and participants in similar…
401(k) Participants Flock to Multi-Asset Class Investment Approach
Between 2013 and 2015, the number of investors indicating they would use multi-asset class funds in the subsequent…